Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Max Minkos is a Registered Representative with MML Investors Services, LLC, located in WEST HARTFORD, CT. Jeffrey has been in the industry since October 27, 2002, and currently holds licenses for Securities Industry Essentials Examination, Investment Company Products/Variable Contracts Representative Examination, and Uniform Securities Agent State Law Examination. Jeffrey's firm, MML Investors Services, LLC, is a registered investment adviser with the Securities and Exchange Commission and provides various advisory services, including financial planning, pension consulting, asset allocation programs, and portfolio management for individuals and businesses. The firm has offices in SPRINGFIELD, MA, and employs over 7,000 licensed agents, registered representatives, and investment adviser representatives.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
CT
09/29/2022 - Present
MML Investors Services, LLC (WEST HARTFORD CT)
CT
07/17/2008 - 08/05/2022
ALLSTATE FINANCIAL SERVICES, LLC (NORWICH CT)
MA
10/23/2002 - 07/29/2008
NYLIFE SECURITIES LLC (WALTHAM MA)
IA
Issued 09/12/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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